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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,698 | $81,331-77.0% | $155,534-88.0% | $80,935-76.9% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 6.19% | 33.37%-27.2pp | 64.92%-58.7pp | 35.66%-29.5pp |
| Employer contribution / active EE | $592 | $3,105-80.9% | $4,675-87.3% | $2,757-78.5% |
| Participant deferral / active EE | $1,163 | $3,454-66.3% | $5,630-79.3% | $4,299-73.0% |
| Admin fee / account holder | $865 | $7,999-89.2% | $15,900-94.6% | $6,924-87.5% |